Financial Analyst

Financial Analyst

The Financial Analyst role will be responsible for preparing, coordinating, and documenting financial analysis related explicitly to evaluating customer accounts. In addition, this role will partner with highly skilled professionals across the business to drive efficient processes, generate valuable insights and produce effective communication. This candidate will be intellectually curious, highly energetic, and passionate about making the company successful. In addition, the person in this role will have the mentality to think like the business owner and take a proactive yet collaborative approach to accomplish business goals. This position reports directly to the Director of Finance and Operations.

Responsibilities:

• The Financial Analyst role will be responsible for preparing, coordinating, and documenting financial analysis related explicitly to evaluating customer accounts
• In addition, this role will partner with highly skilled professionals across the business to drive efficient processes, generate valuable insights and produce effective communication
• This position reports directly to the Director of Finance and Operations and will work on-site in Dallas, Texas
• Month-end processes include closing and finalizing the reconciliation of customer accounts and issuing credits or invoices
• Partner with Program Management, Commercial and Supply Chain teams on maintaining customer status, escalations, and resolutions concerning Inventory Turns Agreements
• Ability to read and interpret customer contractual agreement conditions
• Analyze inventory positions and determine invoicing/credit actions needed
• Perform detailed analysis of customer accounts

Requirements:

• Bachelor's degree or equivalent experience required
• 2+ years of relevant financial experience
• Strong continuous improvement mindset
• Understanding of financial budgeting and forecasting concepts and modeling
• A team player who is collaborative and receptive to ideas from others and works effectively across functions to identify and resolve critical issues
• Dedicated, professional attitude; enthusiastic and willing to learn in a high change/high pace environment under tight deadlines
• A creative yet pragmatic problem solver who is hands-on and detail-oriented
• Experience working with a SaaS CPM Solution such as Adaptive Planning, Hyperion, etc
• Excellent skills in Microsoft Excel and PowerPoint